Plan A Wealth LLC
LINCOLN NE · SEC CIK 0002093645
$2.35亿2026Q2 申报市值
194持仓数
58.8%前十大占比 · 第一大 19.4%
29 / 15新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
PTL 加仓+$203.87万
OAIM 加仓+$100.80万
VGIT 加仓+$64.11万
IBD 加仓+$58.67万
SCHO 加仓+$48.39万
2026Q2 卖出最多 按季末市值估算
BKNG 减仓-$546.25万
BRK/B 减仓-$72.16万
IVV 减仓-$67.03万
VEA 减仓-$52.56万
PLD 清仓-$43.55万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| PTL | NORTHERN LTS FD TR IV | $4,551.69万 | 19.36% | 159,100 | 7,126 | 4.7% | $203.87万 | 加仓 |
| OAIM | UNIFIED SER TR | $3,134.08万 | 13.33% | 655,254 | 21,075 | 3.3% | $100.80万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $1,872.12万 | 7.96% | 25 | 0 | 0.0% | — | 不变 |
| TPSC | TIMOTHY PLAN | $876.72万 | 3.73% | 182,718 | 6,208 | 3.5% | $29.79万 | 加仓 |
| IBD | NORTHERN LTS FD TR IV | $765.49万 | 3.26% | 322,041 | 24,681 | 8.3% | $58.67万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $696.48万 | 2.96% | 288,517 | 20,045 | 7.5% | $48.39万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $586.50万 | 2.49% | 29,312 | -12 | -0.0% | -$2,401 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $548.34万 | 2.33% | 92,971 | 10,869 | 13.2% | $64.11万 | 加仓 |
| BCI | ABRDN ETFS | $482.22万 | 2.05% | 215,854 | 1,790 | 0.8% | $4.00万 | 加仓 |
| WWJD | NORTHERN LTS FD TR IV | $311.85万 | 1.33% | 81,787 | 1,321 | 1.6% | $5.04万 | 加仓 |
| AAPL | APPLE INC | $301.38万 | 1.28% | 10,415 | 157 | 1.5% | $4.54万 | 加仓 |
| MSFT | MICROSOFT CORP | $263.58万 | 1.12% | 7,066 | 202 | 2.9% | $7.54万 | 加仓 |
| IVV | ISHARES TR | $249.77万 | 1.06% | 3,335 | -895 | -21.2% | -$67.03万 | 减仓 |
| GOOGL | ALPHABET INC | $234.62万 | 1.00% | 6,565 | -60 | -0.9% | -$2.14万 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $195.63万 | 0.83% | 4,470 | -705 | -13.6% | -$30.85万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $159.37万 | 0.68% | 3,185 | -1,442 | -31.2% | -$72.16万 | 减仓 |
| AVGO | BROADCOM INC | $150.16万 | 0.64% | 3,975 | 300 | 8.2% | $11.33万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $149.73万 | 0.64% | 2,005 | 168 | 9.1% | $12.55万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $134.14万 | 0.57% | 48,425 | -9,056 | -15.8% | -$25.09万 | 减仓 |
| GE | GE AEROSPACE | $132.34万 | 0.56% | 3,541 | 6 | 0.2% | $2,242 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $129.47万 | 0.55% | 2,711 | 187 | 7.4% | $8.93万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $115.50万 | 0.49% | 25,391 | 8,883 | 53.8% | $40.41万 | 加仓 |
| AME | AMETEK INC | $113.86万 | 0.48% | 4,706 | 285 | 6.4% | $6.90万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $107.63万 | 0.46% | 11,688 | 1,257 | 12.1% | $11.58万 | 加仓 |
| GEV | GE VERNOVA INC | $106.56万 | 0.45% | 907 | 1 | 0.1% | $1,175 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $106.46万 | 0.45% | 1,138 | 85 | 8.1% | $7.95万 | 加仓 |
| ASML | ASML HLDG NV | $105.04万 | 0.45% | 528 | 44 | 9.1% | $8.75万 | 加仓 |
| IX | ORIX CORP | $103.61万 | 0.44% | 27,237 | 2,037 | 8.1% | $7.75万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $98.05万 | 0.42% | 42,391 | 2,204 | 5.5% | $5.10万 | 加仓 |
| SHG | SHINHAN FINANCIAL GROUP CO L | $96.80万 | 0.41% | 15,305 | 306 | 2.0% | $1.94万 | 加仓 |
| TTE | TOTALENERGIES SE | $95.46万 | 0.41% | 12,276 | 541 | 4.6% | $4.21万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $92.01万 | 0.39% | 31,264 | 812 | 2.7% | $2.39万 | 加仓 |
| NUE | NUCOR CORP | $90.00万 | 0.38% | 4,040 | 122 | 3.1% | $2.72万 | 加仓 |
| BHP | BHP BILLITON LIMITED | $87.81万 | 0.37% | 10,541 | 212 | 2.1% | $1.77万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $86.85万 | 0.37% | 2,594 | 107 | 4.3% | $3.58万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $83.21万 | 0.35% | 2,460 | 237 | 10.7% | $8.02万 | 加仓 |
| VO | VANGUARD INDEX FDS | $83.01万 | 0.35% | 10,303 | -2,029 | -16.5% | -$16.35万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $82.49万 | 0.35% | 1,201 | 62 | 5.4% | $4.26万 | 加仓 |
| SLF | SUN LIFE FINANCIAL INC. | $81.80万 | 0.35% | 10,431 | 805 | 8.4% | $6.31万 | 加仓 |
| CSCO | CISCO SYS INC | $80.48万 | 0.34% | 6,852 | 150 | 2.2% | $1.76万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $80.38万 | 0.34% | 1,565 | 159 | 11.3% | $8.17万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $79.33万 | 0.34% | 11,134 | -7,377 | -39.9% | -$52.56万 | 减仓 |
| LLY | ELI LILLY & CO | $79.16万 | 0.34% | 660 | 45 | 7.3% | $5.40万 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $79.06万 | 0.34% | 26,178 | 2,321 | 9.7% | $7.01万 | 加仓 |
| — | UNIFIED SER TR | $77.60万 | 0.33% | 15,556 | 294 | 1.9% | $1.47万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $77.45万 | 0.33% | 2,754 | 256 | 10.2% | $7.20万 | 加仓 |
| AFL | AFLAC INC | $76.60万 | 0.33% | 6,533 | 217 | 3.4% | $2.54万 | 加仓 |
| LOW | LOWES COS INC | $75.07万 | 0.32% | 3,404 | 325 | 10.6% | $7.17万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $74.82万 | 0.32% | 14,449 | -2,618 | -15.3% | -$13.56万 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC | $71.23万 | 0.30% | 2,935 | 124 | 4.4% | $3.01万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $70.90万 | 0.30% | 2,166 | -339 | -13.5% | -$11.10万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $70.82万 | 0.30% | 22,772 | 361 | 1.6% | $1.12万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $68.37万 | 0.29% | 2,692 | -15 | -0.6% | -$3,810 | 减仓 |
| BEPC | BROOKFIELD RENEWABLE CORP | $67.68万 | 0.29% | 18,233 | 871 | 5.0% | $3.23万 | 加仓 |
| IQV | IQVIA HLDGS INC | $67.03万 | 0.29% | 3,469 | 543 | 18.6% | $10.49万 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $67.00万 | 0.29% | 1,980 | 190 | 10.6% | $6.43万 | 加仓 |
| SHEL | SHELL PLC | $66.83万 | 0.28% | 8,619 | 140 | 1.7% | $1.09万 | 加仓 |
| HMC | HONDA MOTOR CO LTD | $66.31万 | 0.28% | 24,460 | 2,713 | 12.5% | $7.35万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $63.84万 | 0.27% | 7,274 | 636 | 9.6% | $5.58万 | 加仓 |
| WFC | WELLS FARGO & CO | $63.48万 | 0.27% | 7,682 | -250 | -3.2% | -$2.07万 | 减仓 |
| QCOM | QUALCOMM INC | $63.23万 | 0.27% | 3,421 | 157 | 4.8% | $2.90万 | 加仓 |
| MRK | MERCK & CO INC | $62.45万 | 0.27% | 4,860 | 52 | 1.1% | $6,682 | 加仓 |
| ARTY | ISHARES TR | $60.87万 | 0.26% | 7,993 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $59.50万 | 0.25% | 938 | 118 | 14.4% | $7.49万 | 加仓 |
| TM | TOYOTA MOTOR CORP | $59.12万 | 0.25% | 3,510 | 351 | 11.1% | $5.91万 | 加仓 |
| KHC | KRAFT HEINZ CO | $58.91万 | 0.25% | 24,940 | 622 | 2.6% | $1.47万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $58.69万 | 0.25% | 11,647 | -2,194 | -15.9% | -$11.06万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $58.64万 | 0.25% | 2,756 | 119 | 4.5% | $2.53万 | 加仓 |
| MCK | MCKESSON CORP | $58.26万 | 0.25% | 771 | 81 | 11.7% | $6.12万 | 加仓 |
| KLAC | KLA CORP | $57.36万 | 0.24% | 1,901 | 141 | 8.0% | $4.25万 | 加仓 |
| AMZN | AMAZON COM INC | $55.77万 | 0.24% | 2,340 | -518 | -18.1% | -$12.35万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $54.84万 | 0.23% | 9,187 | -4,708 | -33.9% | -$28.10万 | 减仓 |
| DOLE | DOLE PLC | $54.36万 | 0.23% | 39,618 | 8,764 | 28.4% | $12.02万 | 加仓 |
| PEP | PEPSICO INC | $54.23万 | 0.23% | 4,005 | -82 | -2.0% | -$1.11万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $52.77万 | 0.22% | 2,208 | 370 | 20.1% | $8.84万 | 加仓 |
| CAT | CATERPILLAR INC | $52.72万 | 0.22% | 495 | -20 | -3.9% | -$2.13万 | 减仓 |
| — | UNIFIED SER TR | $51.89万 | 0.22% | 14,438 | 1,779 | 14.1% | $6.39万 | 加仓 |
| AMGN | AMGEN INC | $51.25万 | 0.22% | 1,415 | 133 | 10.4% | $4.82万 | 加仓 |
| STM | STMICROELECTRONICS N V | $49.57万 | 0.21% | 6,619 | -1,251 | -15.9% | -$9.37万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $47.96万 | 0.20% | 5,302 | 544 | 11.4% | $4.92万 | 加仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $46.76万 | 0.20% | 366 | 35 | 10.6% | $4.47万 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $46.48万 | 0.20% | 3,499 | 387 | 12.4% | $5.14万 | 加仓 |
| SYK | STRYKER CORPORATION | $45.37万 | 0.19% | 1,441 | 208 | 16.9% | $6.55万 | 加仓 |
| MDT | MEDTRONIC PLC | $45.28万 | 0.19% | 5,788 | 554 | 10.6% | $4.33万 | 加仓 |
| SJM | SMUCKER J M CO | $44.89万 | 0.19% | 3,990 | 577 | 16.9% | $6.49万 | 加仓 |
| RELX | RELX PLC | $44.87万 | 0.19% | 14,168 | 2,292 | 19.3% | $7.26万 | 加仓 |
| ACWX | ISHARES TR | $44.65万 | 0.19% | 5,866 | -345 | -5.6% | -$2.63万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $44.16万 | 0.19% | 2,318 | 0 | 0.0% | — | 不变 |
| DDOG | DATADOG INC | $44.16万 | 0.19% | 1,696 | 1,696 | — | $44.16万 | 新建仓 |
| TSLA | TESLA INC | $44.01万 | 0.19% | 1,046 | -1 | -0.1% | -$421 | 减仓 |
| EMB | ISHARES TR | $42.53万 | 0.18% | 4,410 | -206 | -4.5% | -$1.99万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $42.42万 | 0.18% | 12,535 | 198 | 1.6% | $6,700 | 加仓 |
| ORCL | ORACLE CORP | $41.18万 | 0.18% | 2,810 | 262 | 10.3% | $3.84万 | 加仓 |
| OACP | UNIFIED SER TR | $40.92万 | 0.17% | 18,015 | -1,119 | -5.8% | -$2.54万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $40.67万 | 0.17% | 7,709 | -266 | -3.3% | -$1.40万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $40.62万 | 0.17% | 15,917 | -1,474 | -8.5% | -$3.76万 | 减仓 |
| IEFA | ISHARES TR | $40.28万 | 0.17% | 4,171 | -969 | -18.9% | -$9.36万 | 减仓 |
| PEBO | PEOPLES BANCORP INC | $39.90万 | 0.17% | 10,389 | 797 | 8.3% | $3.06万 | 加仓 |
| YUM | YUM BRANDS INC | $39.65万 | 0.17% | 2,480 | -4 | -0.2% | -$639 | 减仓 |
| FNDA | SCHWAB STRATEGIC TR | $39.42万 | 0.17% | 10,358 | 256 | 2.5% | $9,743 | 加仓 |